When you have converted a lead into an account and added a property to their account, you can then create a Pavement Assessment!
Step 1
Choose the account, property and account contact. Name your project.
Choose which of your team members should be the main contact on the proposal.
Choose the pavement assessment template you want to use.
(Optional) Add in internal notes.
Step 2
The property address will autoload into the address search field. Click the "Geocode" button to get a satellite view of the property.
Add work areas by clicking on the map to highlight the different areas that need to be worked on. AK DASH will provide you with the surface area measurements for each area. You can add multiple areas for different services or if they have separated lots. Color code the different areas to make it easier to show the work areas in work orders.
Services: Add the different services needed for each area, adding in the price and costs for each. AK DASH will show you your gross profit % and your actual gross profit for each service.
Paser Rating: Select the PASER rating for the property. The Pavement Assessment template includes information explaining each PASER rating.
Conclusion: Provide a conclusion that will give your prospective customer confidence that their pavement can be restored. There is prepopulated text to help you, and you can customize or personalize it to add your own human touch.
Terms & Conditions: Choose the "Terms & Conditions" template for this pavement assessment. You can customize the terms once it is loaded into your pavement assessment.
About Us: Choose the "About Us" template for this pavement assessment. You can customize this as well.
Step 3
Upload images or files to be included in your Pavement Assessment. Enter in captions or descriptions for each item. This can be useful to include photos of areas that need repair!
Click Finish to save.
Next Steps
Preview & Download PDF: Preview the pavement assessment and download a PDF version.
Email Link: Email a link of the pavement assessment. This will open your default email program.
Duplicate: Duplicate the pavement assessment as needed to customize for different projects or service offerings.
Create a Proposal: Convert the pavement assessment into a proposal to take this project into the next stage of your pipeline.